Company lists · Data refreshed September 2026
Top 25 Tax-optimization investment companies worldwide
RevenueBase identified 1,322 tax-optimization investment companies worldwide as of September 2026 and tracks 6,904 professional contacts across them, including 2,601 with verified work emails. The United States is the largest market and Paris the largest hub.
This list covers tax-optimization investment companies worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 22, 2026. Country and city lists for tax-optimization investment companies follow the table.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest tax-optimization investment companies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 399 contacts → | ||||
Partial evidence “Originating from the English and Latin roots of “apercu,” an act of insight, and “census,” an applied study of wealth and property, Apercen is a tax consulting firm offering high…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 2 | 309 contacts → | ||||
Partial evidence “WTax manages and maximizes foreign withholding tax relief and reclaim entitlements for investors and financial institutions.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 3 | 133 contacts → | ||||
Indirect evidence “Universal Wealth is lead by Andre L.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 4 | 103 contacts → | ||||
Partial evidence “Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 5 | 102 contacts → | ||||
Indirect evidence “55ip is a financial technology company purpose-built to break down barriers to financial progress.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 6 | 81 contacts → | ||||
Indirect evidence “FISCALIA est une entreprise résolument indépendante spécialisée dans le conseil en optimisation fiscale, les solutions de défiscalisation, l'investissement et le financement…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 7 | 80 contacts → | ||||
Partial evidence “Founded in 2005, Monarch Private Capital (formerly State Tax Credit Exchange) is a financial services company providing federal and state tax credit solutions to Fortune 500…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 8 | 70 contacts → | ||||
Partial evidence “Neil Jesani Tax Advisors, Inc.(NJA) provides a full suite of tax, compliance, accounting, resolution and advisory services, drawing on extensive industry knowledge to serve high…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 9 | 69 contacts → | ||||
Indirect evidence “Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 10 | 67 contacts → | ||||
Partial evidence “Baker Street Advisors is a San Francisco based, SEC Registered Investment Adviser (RIA) with over $19 billion under advisement.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 11 | 56 contacts → | ||||
Strong evidence “Foss & Company is a nationally recognized institutional investment management firm dedicated to providing corporate investors the greatest access to federal and state tax credit…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 12 | 50 contacts → | ||||
Partial evidence “Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 13 | 48 contacts → | ||||
Indirect evidence “En France, s’occuper de son patrimoine, de ses investissements ou de ses impôts peut sembler complexe : manque de temps, de connaissances ou d’interlocuteurs de confiance.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 14 | 46 contacts → | ||||
Indirect evidence “Wir sind NeoCore Capital, ein führendes Unternehmen im Bereich Immobilieninvestitionen und Steueroptimierung für Spitzenverdiener in Deutschland.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 15 | 44 contacts → | ||||
Indirect evidence “Gideon Strategic Partners is a financial services company that puts client success first.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 16 | 43 contacts → | ||||
Partial evidence “Founded in 2018, Quantinno Capital Management aims to deliver customized, tax-optimized managed account solutions designed to enhance the after-tax wealth for sophisticated…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 17 | 38 contacts → | ||||
Partial evidence “McHenry Advisers Enrolled Actuary | Strategic Tax Planning Partner to Financial Advisors & CPAs | HNW/UHNW Tax Reduction | Custom Cash Balance Plan Design | Advanced Retirement…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 18 | 38 contacts → | ||||
Indirect evidence “Somos a Gmaster, uma empresa especializada em eficiência tributária.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 19 | 37 contacts → | ||||
Indirect evidence “Unlock financial freedom with Emifast.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 20 | 36 contacts → | ||||
Indirect evidence “S’investir : votre patrimoine enfin optimisé Choisissez notre approche unique alliant performance et sécurité de votre patrimoine grâce à notre accompagnement en gestion privée.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 21 | 36 contacts → | ||||
Strong evidence “Index Fund Advisors, Inc.(IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 22 | 36 contacts → | ||||
Partial evidence “At Tax Goddess, our mission is simple: to help you legally save as much money as possible by applying advanced tax strategies.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 23 | 35 contacts → | ||||
Partial evidence “Wave goodbye to conventional tax advisors.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 24 | 31 contacts → | ||||
Strong evidence “In collaboration with Choate Hall & Stewart, we provide clients with a one-stop solution to their investment management, tax and estate planning needs through in-house expertise…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 25 | 29 contacts → | ||||
Indirect evidence “Na Garzen, transformamos a complexidade tributária em oportunidades de economia e crescimento.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: tax-optimization investment companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names tax-optimization investment companies.
- Partial evidence
- Its own public description names part of tax-optimization investment companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name tax-optimization investment companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 1,322 tax-optimization investment companies worldwide
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Tax-optimization investment companies worldwide at a glance
As of Sep 22, 2026Companies by employee count
Email recency is reported on each country list linked below.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among tax-optimization investment companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- Coverage
- Every country. Country and city lists for tax-optimization investment companies are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “tax-optimization investment companies”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names tax-optimization investment companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among tax-optimization investment companies, and records with no verified work email.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 2,601 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 22, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Tax-optimization investment companies by location
7 lists · largest firstEvery Tax-optimization investment companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Tax-optimization investment companies based in the United States656
- Tax-optimization investment companies based in France85
- Tax-optimization investment companies based in Brazil59
- Tax-optimization investment companies based in Germany56
- Tax-optimization investment companies based in Canada52
- Tax-optimization investment companies based in the United Kingdom43
- Tax-optimization investment companies based in India35
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names tax-optimization investment companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many tax-optimization investment companies are there worldwide?
RevenueBase identified 1,322 tax-optimization investment companies worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Apercen Partners LLC, headquartered in Palo Alto, tops this list with the largest team on record.
Which country has the most tax-optimization investment companies?
The United States leads with 656 companies, followed by France (85) and Brazil (59). Every tax-optimization investment companies list by country and city is linked on this page.
Which city has the most tax-optimization investment companies?
Paris leads with 31 headquartered companies, followed by San Diego (18) and New York (17).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 2,601 verified decision-maker contacts tracked across these 1,322 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 22, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.